Know Your Options

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Brokers in today's environment face many challenges.  The landscape in the brokerage industry has changed dramatically and producers owe it to their clients to perform a certain amount of due diligence.

The professionals at CSG Securities Recruiting can assist you in this process.  We can help you determine which firms offer the products, technology and services that may be best suited for your business model.  CSG represents the premier firms in the industry and will offer an unbiased opinion of your available options.

The firms we represent fall into the following categories:

Wirehouses

  • Name Recognition

  • Broad Array of Products

  • 160% - 240% transition packages

Regionals

  • More Personal Feel

  • Flexibility

  • 80% - 120% transition packages

Independents

  • Build Your Own Office

  • 80% - 100% payout

  • 20% - 40% transition packages

Banks

  • Referrals from Bank Customers

  • Payouts around 30%

  • Salary / Bonus Structure

Each model has its benefits and we are committed to assisting you in finding the best solution.  Our consultants will walk you through every step of the process; help you negotiate the very best package available, get answers to all of your questions, and counsel you on the best methods of informing your clients about your move, the advantages to them and how to take them with you.